+29.5%
SBUX vs VLTO
+56.1%
-26.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | +4.8% | +2.0% | +2.8% | +4.1% |
| 30D | +20.6% | +21.8% | -1.2% | +12.5% |
| 3M | +4.3% | +20.2% | -16.0% | -2.3% |
| 6M | +5.5% | +36.3% | -30.8% | -5.9% |
| YTD | +32.3% | +18.8% | +13.5% | +23.4% |
| 1Y | +31.2% | +20.4% | +10.8% | +21.6% |
| 3Y | +14.8% | +71.9% | -57.1% | -2.1% |
| All | +29.5% | +56.1% | -26.7% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling